Financial Consultants in Manteca

“I have complete confidence with Roy Gagaza and his team. I totally trust their recommendations and would recommend them to anyone worried about securing their financial resources. I have previously had another financial advisor, but Roy constantly shows his genuine concern for his client…like they are family. He was instrumental with saving significantly funds during the 2022 downturn of the securities market.
In addition, when my wife passed away in January, Roy and his team worked all the necessary actions in settling her accounts… sparing me a lot of stress and confusion.“

“The agents Marlene B. Crow and Carolyne Collins have assisted me on a wonderful way and have discussed about all my alternatives fulfilling my needs and surpassed my expectations. They are a pair of wise ladies putting their heart to assist you! Loved the customer skills!“